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Automate Monthly Copy and append of SharePoint list

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Posted on by KS772

Hello,

I would like to automate the recycling of a list in sharepoint each month. We have a YTD list that is modified by a power app for stakeholders. What we need to do is Copy the previous month's (as filtered by "Period" column data. then append to the same list with the current month listed in the "Period" variable.

Period is text of Month Name (Januray, February, etc.)

New to Power Automate so thanks for any tips.

Kyle

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Using flows

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alrezac Microsoft Employee on at

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Hi Kyle,

Looking through your requirements here it does seem possible, but this will have a lot of variable dynamic values this will need to be generated. It will require the lists to have all of the same naming conventions but it is possible.

A general idea: Trigger is a recurrence every month. Set a variable to UTC now. Grab the month from that variable and go to that select the list based off of the month and then you just need you grab the list items and copy them over to the next month.

If you need more 1 on 1 help with creating this you can always work with a partner who specializes in building flows.

Regards,

Alex

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Community Support Team _ Alex Rezac
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KS772 19 on at

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Thanks Alex.
We are almost there. We created a month number variable in the data and I just need to filter based on that being 1 less than the month from utcnow().

Really just trying to create something along the lines of int(utcnow('MM')) minus 1 but having issues finding the best formula to do it.

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KS772 19 on at

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I figured it out. The way we did it was a current month number and a prior month number. We will add the year to associate with YoY change.

We started with Current Month Number as expressed below:
int(utcNow('MM'))

The Current Month first day function below was needed to build the subsequent prior month:
startOfMonth(utcNow())

The Compose function we built created the integer for prior month through this expression:
int(formatDateTime(subtractFromTime(outputs('CurrentMonthFirstDay'),1,'Month'),'MM'))

We created the filter based on our Period (Month Number) in the List - where Period = Prior Month variable.

Thanks!

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